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Valuein — SEC EDGAR Fundamentals & Smart-Money Data

by io.github.valuein

Read an Uploaded Document

get_uploaded_document
Read-onlyIdempotent

Read the extracted text of a file uploaded via POST /v1/uploads (a plain REST route, not this JSON-RPC endpoint). Use this to pull a user-attached document's content into context by its upload_id. Uploads are ephemeral (24h) and owner-scoped — an expired or missing id both read back as not-found.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
upload_idYesThe upload_id returned by POST /v1/uploads.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
_metaYesProvenance envelope — data lineage for every MCP response
uploadYes

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already provide readOnlyHint, idempotentHint, destructiveHint. Description adds ephermeral 24h lifetime, owner-scoping, and behavior for expired/missing IDs, adding value beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, no wasted words, front-loaded with purpose. Efficient and clear.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a single-parameter tool with full schema coverage, annotations, and output schema, the description provides sufficient context for an agent to use it correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema describes upload_id with source info. Description reinforces that and adds context about upload lifecycle, adding meaning beyond schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool reads extracted text of an uploaded file, specifying the resource and action. It distinguishes from sibling tools like delete_uploaded_document and list_uploaded_documents.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit context on when to use (pull user-attached document content) and notes ephemeral nature and owner-scoping. Lacks explicit alternatives but is clear enough.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4/5.0
Disambiguation5/5

Each tool has a distinct purpose with detailed descriptions that clarify differences. Overlaps like get_peer_comparables vs screen_universe are well-differentiated by scope (single company vs cross-sectional). Similarly, get_insider_sentiment vs get_smart_money_flow are clearly distinguished by data sources and methodology.

Naming Consistency5/5

All tool names follow a consistent verb_noun snake_case pattern (e.g., create_report, get_financial_ratios, delete_alert). No mixing of conventions or inconsistent verbs.

Tool Count2/5

With 69 tools, the count far exceeds the 25+ threshold for 'too many'. While the domain is broad, the sheer volume likely overwhelms agents and increases selection complexity.

Completeness4/5

The tool set covers a wide range of SEC filings, ratios, smart-money data, alerts, reports, and more. Minor gaps exist (e.g., no options or detailed debt data), but most analyst workflows are supported.

Resources